- October 7, 2025
Read This Before You Disinherit a Beneficiary: Part 1
By Natalie E. Ortiz Disinheriting someone from an estate is a big decision, one that requires careful consideration and precise…Read Article - September 22, 2025
Contested Powers of Attorney: Rolling Back Damage and Tracing Transfers
By Natalie Ortiz In California estate and trust litigation, powers of attorney (POAs) are often central to disputes involving financial elder…Read Article - September 17, 2025
Undue Influence Case Fades Away at U.S. Supreme Court, But Lessons Endure
The legal saga surrounding the estate of Dr. Laura Dean Head—a respected professor at San Francisco State University—is a powerful…Read Article - September 15, 2025
Undue Influence or Lack of Capacity: Which Theory Fits Your Facts?
By Natalie Ortiz In California estate and trust litigation, attorneys often face a choice and must carefully evaluate whether to…Read Article - September 8, 2025
Breach of Fiduciary Duty in California Estate Law
Legal Standards, Proof, and Remedies Under California estate law, fiduciaries—including trustees, executors, and administrators—are legally obligated to act in the…Read Article - September 2, 2025
Elder Abuse: Red Flags and Remedies for Families and Estate Planners
The numbers are disturbing. Elder abuse—especially financial exploitation—is all too prevalent and is a serious concern in estate planning and probate litigation. Whether it’s a…Read Article - September 2, 2025
Elder Abuse: Resources for Estate Planners and Families
As discussed in our previous post – Elder Abuse: Red Flags and Remedies for Families and Estate Planners – addressing elder exploitation…Read Article - August 25, 2025
What to Bring to Your First Estate Litigation Consultation
Considerations for a Productive and Informed Assessment of Your Dispute When a dispute arises over a trust, will, or estate,…Read Article - August 14, 2025
Estate Planning for Immigrant Families in California: Special Considerations
Written in Recognition of Make a Will Month California’s immigrant population—now more than 10 million strong—includes naturalized citizens, green card…Read Article - August 8, 2025
Essential Estate Planning Considerations for LGBTQ+ and Blended Families
Written in Recognition of Make a Will Month Estate planning is crucial for anyone who wishes to accurately and efficiently…Read Article - August 5, 2025
What Happens When a Prince of Darkness Dies? Estate Litigation Lessons from Ozzy Osbourne’s Legacy
Estate Litigation Risks Rise with Celebrity Status, Blended Families, and Massive Wealth When a cultural icon like Ozzy Osbourne passes…Read Article - August 2, 2025
California Crypto: Considerations for Estate Planners
Written in Recognition of Make a Will Month California is often out in front when it comes to societal change,…Read Article
